Payments Tab in Booking Settings

Customize your payment settings and cancellation policy to automate payments and increase revenue!

Payment Settings

1. Click Bookings → Booking Settings. 
2. Select the Payments tab.
3. For Require Credit Card When Booking? select your option:
   1. Require a credit card
   2. Make credit card optional
   3. Don't ask for a credit card
4. For When card is on file: select your option:
   1. Charge client on the day of the appointment
   2. Charge client immediately upon booking
   3. Don't charge client automatically
5. For Appointment Auto-Charge Settings:
   1. Enter how many hours before the appointment to auto-charge
6. When card is not on file and When auto-charge fails, select an option:
   1. Do nothing
   2. Send invoice to client
   3. Create invoice but don't send

Cancellation Policy

• Enter how many hours prior to the appointment your client can cancel without paying a cancellation fee.
• Enter how much their credit card will be charged if they cancel irresponsibly.
• Type how you wish your Cancellation Policy to appear to clients.

NOTE: If you manually cancel an appointment for a client, you will need to manually issue an invoice if you want them to be charged. The automatic charge only applies if the client cancels the appointment themselves and had a credit card on file when the appointment was scheduled.